Segra Capital Management, LLC

RIASEC Registered
Total AUM
$821M
Discretionary
$821M
100% of AUM
Avg account
$164M
Accounts
5
Employees
5
Advisory reps
3

Firm details

Headquarters
Palm Beach, Florida
CRD number
167306
Registered since
August 30, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Segra Capital Management, LLC is a private asset manager that operates as a hedge fund and private equity manager while also running pooled investment vehicles. The firm focuses on institutional clients and charges a combination of asset-based fees and performance fees. Segra is registered with the SEC (registration year 2022). Its advisory activity is centered on managing pooled vehicles rather than individual retail accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Adam Rodman

    Adam Rodman

    Founder and Chief Investment OfficerCRD 5213706

  • Michael Fabiano

    Michael Fabiano

    Chief Operating & Financial OfficerCRD 6168888

Contacts

1 of 1
  • Arthur Hyde

    Arthur Hyde

    Partner and Portfolio ManagerCRD 5428251

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach, FL

Palm Beach

Location

Palm Beach, FL

Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
250 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth